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Infrastructure & Construction

Infrastructure covers the roads, bridges, ports, pipes, and public buildings everything else runs on, funded in long political cycles rather than by the market. Aggregates, cement, and engineering capacity are the usual constraints.

127 stocks

Green Building

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
476	Varma Mutual Pension Insurance Co Helsinki, Finland	$121M	+$12.7M	7	0.77%	Increased
477	Achmea Investment Management Zeist, Netherlands	$119M	-$17.4M	5	1.48%	Reduced
478	Anomaly Capital Management New York	$119M	+$20.9M	1	3.51%	Increased
479	Clal Insurance Tel-Aviv, Israel	$119M	-$3.82K	5	0.91%	Reduced
480	Aperture Investors New York	$119M	+$13.1M	9	16.24%	Increased
481	Jain Global New York	$118M	+$20.6M	9	0.56%	Increased
482	Chilton Investment Company Stamford, Connecticut	$118M	+$6.01M	7	2.41%	Increased
483	Thornburg Investment Management Santa Fe, New Mexico	$118M	-$2.28M	5	1.54%	Reduced
484	Renaissance Group Covington, Kentucky	$118M	-$33.5M	6	4.45%	Reduced
485	Midwest Trust Overland Park, Kansas	$118M	-$2.04M	10	1.53%	Reduced
486	NEOS Investment Management Westport, Connecticut	$118M	+$21.9M	13	0.88%	Increased
487	EAM Exane Asset Management Paris, France	$118M	+$47.1M	2	39.66%	Increased
488	Oppenheimer Asset Management New York	$117M	-$894K	30	1.28%	Reduced
489	Union Bancaire Privee Geneva 1, Switzerland	$116M	-$3.6M	13	1.65%	Reduced
490	Ancora Advisors Cleveland, Ohio	$116M	-$24.7K	34	2.32%	Reduced
491	Nicholas Company Milwaukee, Wisconsin	$116M	-$5.35M	5	1.97%	Reduced
492	Engineers Gate Manager New York	$116M	+$8.55M	46	1.32%	Increased
493	Premier Fund Managers Guildford, United Kingdom	$116M	-$11.1M	9	4.75%	Reduced
494	SIC Schwartz Investment Counsel Plymouth, Michigan	$116M	+$1.96M	4	3.88%	Increased
495	QRG Capital Management Chicago, Illinois	$115M	-$73.7M	21	1.4%	Reduced
496	Hawk Ridge Capital Management Los Angeles, California	$114M	-$6.32M	1	5.44%	Reduced
497	Junto Capital Management New York	$114M	+$51.4M	2	2.33%	Increased
498	B. Metzler seel. Sohn & Co Frankfurt, Germany	$114M	+$20.6M	19	1%	Increased
499	Homestead Advisers Arlington, Virginia	$114M	-$3.36M	4	2.71%	Reduced
500	DJE Kapital 82049 Pullach, Germany	$114M	$0	5	2.76%	Maintained